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Building 2WHEELHOUSE ADVISORY GROUP, LLC

Map pinST. LOUIS, MO
Phone636-400-7889
NotebookSEC #801-125869
Total AUM
$388.1M
Employees
28
Clients
557

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12250 WEBER HILL ROAD SUITE 305
ST. LOUIS
MO 63127
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
636-400-7889
Other Offices
2

ReceiptFinancials

Total AUM
$388.1M
Accounts
2,042
Discretionary
$388.1M
Accounts
2,042
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
427
AUM
$171.7M
HNW Individual Clients
121
AUM
$216.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
ON OCCASION, NEGOTIATED FLAT QUARTERLY FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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